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Oakland City

    COUNTRY Trust Bank Financial Advisor - Gibson City, United States - Country Financial

    Country Financial
    Country Financial Gibson City, United States

    3 weeks ago

    Default job background
    Description

    Our Financial Advisors work with COUNTRY Trust Bank, managing various products and services. We are seeking an experienced professional to oversee a profitable book of business ready for expansion.

    The Role:

    As Financial Advisors, we engage with both current and potential clients to boost our business. Here's what we do:

    • Diversify income by offering a range of products beyond financial services.
    • Leverage a portfolio of property and casualty, life and health insurance, annuities, and investment options.
    • Educate clients about our offerings.
    • Collaborate with Insurance Agents to generate sales.
    • Set up an office and recruit a team.
    • Host financial solution workshops.
    • Enjoy flexibility in managing our schedules.

    Benefits:

    Financial Advisors enjoy:

    • Opportunities for global trips and financial incentives.
    • Access to learning resources and marketing support.
    • Backed by our 95+ years of brand history, promoting a culture of authenticity, integrity, and inclusivity.

    Qualifications:

    • Entrepreneurial and driven individuals.
    • Proven track record of growth in insurance or financial services industry.
    • Excellent communication skills and business mindset.
    • Devoted to establishing strong client relationships.
    • Passionate about contributing positively to communities.

    Requirements:

    • Series 6/63 licenses.
    • SIE certification.
    • Life/Health Insurance License.

    Preferred:

    • Accredited Asset Management Specialist (AAMS).
    • Chartered Financial Analyst (CFA).
    • Certified Public Accountant (CPA).
    • Certified Financial Planner (CFP).
    • Chartered Financial Consultant (ChFC).
    • Bachelor's Degree.
    • 2+ years of experience as a Financial Advisor.
    • 5+ years of business ownership or managerial experience.

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